During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.

Investors

NEW Non-QM Label

• A new label is now visible on the Production section of every client that has disclosed or is known to produce Non-QM loans. For Prospect Marketing subscribed investors, the label is available within the Market company results as well.
  • For more information on the Market, click HERE
  • For more information on the client Production section, click HERE

NEW Global Financial Document Settings

• Investor can now automate financial requirements at the global level
• Global Bulk request also available
• History available to track global requests
  • Please Note: We strongly encourage partners take advantage of this feature as it is similar to the client library. If the client has already provided the same document and time period, the client will not be requested to supply the same documentation again.
    • For more information, click HERE

NEW 'View Global Financials' and ‘Manage Global Financials’ permissions

• Investors can control which users have access to view global financials requirements and/or manage global financial requirements
  • Please Note: This new permission is defaulted OFF. Please update the roles and permissions for any users that need access to these new permissions.
    • For a full list of available permissions and definitions, click HERE
    • For more information on roles and permissions, click HERE
      

Enhanced Manage Questionnaires - Financial Document Settings

• Investors can now automate financial documents requests within their questionnaires
  • Please Note: We strongly encourage partners take advantage of this feature as it is similar to the client library. If the client has already provided the same document and time period, the client will not be requested to supply the same documentation again.
    • For more information, click HERE

Enhanced Client Financials – Waive Request

• Investors can now waive a financial document request for a client
  • For more information, click HERE

Improved Manage Channels History

• Alert setting changes now captured in Channel Settings history
  • For information , click HERE

Improved Client Channel History

• Status Reason changes now captured in Channel history
  • For more information, click HERE
     

Improved originators sorting for client locations

• Originators are now sorted to show all originators that have produced loan volume alphabetically, followed by originators who do not have any loan volume generated, also alphabetized.
  • For more information, click HERE

Activities (Prospect Marketing)

• Report tab has been removed
   

Bugs Fixes: